On May 24, Huawei issued a clarification statement stating: So far, Huawei has not invested in any auto companies, nor will it invest in any auto companies in the future, let alone hold or participate in shares. Affected by this, the entire automobile sector has plunged, and BAIC Blue Valley and Changan Automobile have even stopped down.

　　Up to now, Huawei has selected BAIC, Changan and Guangzhou Automobile as its strategic partners. So, what is the actual sales volume of Huawei's concept models that have been on the market? Why did Huawei auto concept stocks plummet across the board?

　　At this year's Shanghai Auto Show, Huawei released two models, one is the BAIC Jihu Alpha S Huawei HI version, and the other is the Cyrus SF5 Huawei Smart Selection. Among them, Cyrus SF5 Huawei Smart Selection has been officially launched for sale.

　　In July 2020, Cyrus SF5 began to be delivered. By the end of last year, the wholesale sales of Cyrus SF5 were 1051; in the first April of this year, the wholesale sales of Cyrus SF5 were 279. Since its listing and delivery, Cyrus SF5 has used its own sales channels to sell 1,330 vehicles in total.

　　According to the actual sales data held by the Auto Economic Society, throughout 2020, the actual sales of the Cyrus SF5 were 597; in the first April of this year, the actual sales of the Cyrus SF5 were 390. In other words, using Cyrus' own sales channels, the actual sales of the Cyrus SF5 in the 10 months since its launch were only 987 vehicles.

　　With the help of cooperation with Huawei, Cyrus SF5 Huawei Smart Selection quickly counterattacked.

　　It is reported that since the opening of reservations, the number of Cyrus SF5 Huawei Smart Selection has exceeded 6,500 in one month. Compared with the cumulative actual sales of less than a thousand vehicles in the 10 months since its launch, 6,500 vehicles are almost 7 times more than that, which is quite good.

　　On May 29, Huawei Smart Selection SF5 will be delivered to the first batch of users. This means that the sales of Cyrus SF5 will achieve a substantial increase in June.

　　Huawei plans to sell cars in 200 experience stores by the end of July and expand to more than 1,000 by the end of the year. Yu Chengdong has set a goal of selling 300,000 units within the company next year. By then, the sales of Cyrus SF5 will benefit even more.

　　It can be seen that, compared to the sales of Cyrus’ own channels, most of SF5’s current orders come from Huawei’s channels, which is evident in Huawei’s empowerment of strategic partners. So, back to the second question, why did Huawei's auto concept stocks suddenly plummet across the board?

　　Huawei has repeatedly emphasized its decision not to build cars. According to its current cooperation model with automakers, Huawei provides automakers with software systems such as components and autonomous driving on the one hand, and uses its own channel resources to help automakers sell cars on the other.

　　Obviously, Huawei wants to be the "Android" of the auto industry. If it builds its own car, it will compete with its strategic partners, and the partners will not use its components and platforms. The purpose of Huawei's repeated statements is to dispel the worries of partners and win more partners.

　　By the same reason, it is difficult for Hongmeng System to win the support of Xiaomi and Oppo and other companies in the same industry. If Hongmeng wants to compete with Android, it will either rely on its own mobile phone business to return to the top share or give up the mobile phone business.

　　In fact, the decline of Changan Automobile is not particularly related to Huawei's non-building of cars, but is closely related to the information that its major shareholders are reducing their holdings. Unlike Changan Automobile, BAIC Blue Valley’s decline is closely related to Huawei’s statement. After all, the interaction between the two parties has not yet translated into sales. In contrast, Cyrus SF5 Huawei Smart Selection, a subsidiary of Xiaokang, has been listed and will be delivered in batches, so its share price has fallen slightly.

　　On May 20, Changan Weilai officially changed its name to Avita Technology Co., Ltd. Avita Technology has aggregated the respective superior technologies of Changan Automobile, Huawei, and CATL in the fields of R&D and manufacturing, intelligent solutions and energy management ecology, and deeply integrates the three-party strategic resources to redefine the future of smart electric vehicles.

　　With the blessings of Huawei and Ningde era, Avita will become a key bargaining chip for Changan Automobile to compete on the new energy track.

　　According to the plan of Changan Automobile, Avita and Changan New Energy form two lines of Changan Automobile's deployment in the new energy business field. But how to break through the bottleneck of development, and even seek to go public, there are still many problems facing Changan.

　　Similarly, BAIC Jihu Alpha S Huawei HI version orders have exceeded 1,000 units, and small batch deliveries will begin in the fourth quarter. From the delivery time point of view, Alpha S has not gained a first-hand advantage, and a sharp correction in the stock price is also expected.

　　At the beginning of this year, Jihu announced its annual delivery target of 12,000 vehicles in 2021. Even if it is such a low delivery volume, based on the current actual market situation, if Jihu wants to achieve such a goal. Half a year also requires more effort.

　　is written at the end:

　　As a supplier of smart auto parts, Huawei needs to balance the relationship and interests with various partners. In the short term, Huawei will not end up building cars in person, but will introduce cooperation with more car companies to build and sell cars. In other words, the current shining points of Polar Fox Alpha S and Cyrus SF5 will gradually disappear, and the cooperation between Changan Automobile and Huawei has not seen substantial progress, and relevant investors need to be cautious.